Primerica Financial Services ยท 5 hours ago
Financial service trainee
United States
Part-time
Remote
New GradPrimerica Financial Services is a leading financial company dedicated to empowering middle-income families across North America with the knowledge and tools to secure their financial futures. The Financial Service Trainee role involves collaborating with clients to develop personalized financial strategies and assisting with financial planning while providing education on products and services.
Financial Services
Responsibilities
Collaborating with clients to develop personalized financial strategies
Assisting with financial planning
Providing education on products and services
Helping clients navigate options related to insurance and retirement planning
Maintaining clear and effective communication
Offering support on financial solutions to achieve their goals
Qualification
Required
Expertise in Financial Planning, Finance, and Retirement Planning
Strong Communication skills to effectively convey financial concepts and build trusted relationships
Knowledge or experience in Financial Services industry
Self-motivation and the ability to work independently in a remote setting
Passion for education and guiding individuals toward financial security
Preferred
An active interest or certification in financial services is a plus
Company
Primerica Financial Services
Primerica Financial Services is a leading financial services company committed to helping middle-income families across North America build a more secure financial future.
Founded in 1977
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase